I use Zoho mail as my main interface and update CRM as needed.

I was very surprised that from the MAIL screen in CRM I could not click on an email and go to a contact / account / potential.

So no difference to what I was doing before purchasing the add on.

More annoyingly I see all emails from a contact under a number of potentials that they are associated with.

I often have a number of potentials for a company, both for new opportunities and renewal of existing contracts.

Now I look at a potential and see all emails to an associated contact regardless of whether the email is of any relevance to that potential.  So I have no reliable email trail of that potential.

Am I doing something wrong here?  Or is this how it works.

Regards

Steve